MWERX Mutual Fund

MWERX Mutual Fund (TCW MetWest Sustainable Securitized Fund M) is managed by Metropolitan West Funds with $3.1M in net assets. MWERX expense ratio is 0.70%, holding 268 positions across sectors including Financials, Real Estate, Consumer Discretionary. Inception date: 2021-09-30.

MWERX performance shows a YTD return of 0.90%. The 1-year return is 4.67%. MWERX dividend yield stands at 2.85%, paid monthly.

MWERX top holdings include Tcw Central Cash Fund Tcw Central Cash Fund Inst (5.1%), Ginnie Mae (2.9%), Single Family Mortgage 5 04/14/2051 (1.6%), Fannie Mae Pool (1.5%), Treasury Note (Otr) 3.88% Mar 31, 2031 (1.2%). Go to all MWERX holdings, MWERX sectors, or MWERX dividends.

MWERX can be compared against other funds. Use MWERX overlap to find shared positions, or MWERX vs another fund for a side-by-side view. MWERX alternatives are available via the screener, along with tax-loss harvesting opportunities.